IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,705
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.9M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.76M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.61M

Top Sells

1
+$14.8M
2
+$7.4M
3
+$7.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.94M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.89M

Sector Composition

1 Technology 4.45%
2 Consumer Discretionary 2.11%
3 Financials 2.1%
4 Healthcare 1.7%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$2K ﹤0.01%
121
-221
2652
$2K ﹤0.01%
200
2653
– –
0
2654
$2K ﹤0.01%
314
2655
$2K ﹤0.01%
1
2656
$2K ﹤0.01%
+24
2657
$2K ﹤0.01%
57
+1
2658
$2K ﹤0.01%
650
2659
– –
0
2660
$2K ﹤0.01%
13
2661
$2K ﹤0.01%
40
-6
2662
$2K ﹤0.01%
103
+33
2663
$1K ﹤0.01%
+9
2664
$1K ﹤0.01%
43
-10
2665
$1K ﹤0.01%
+20
2666
$1K ﹤0.01%
120
+47
2667
$1K ﹤0.01%
6
-210
2668
$1K ﹤0.01%
+3
2669
$1K ﹤0.01%
6
+3
2670
$1K ﹤0.01%
17
-224
2671
$1K ﹤0.01%
62
2672
$1K ﹤0.01%
+28
2673
$1K ﹤0.01%
+18
2674
$1K ﹤0.01%
15
-2,699
2675
$1K ﹤0.01%
+1
105 106
107
108 109